how can i transferred my QB information to this turbotax account?

Answer

Glad to see you here, saflooringcreati.

I can show you how to export your data to TurboTax Online (Self-Employed or Live).

Exporting your data to TurboTax is quite easy if you're subscribed to the tax bundle. Your QBSE and TurboTax accounts must have the same login credentials in order to export successfully.

Here's how:

  1. Complete the tasks in the Tax Checklist. You can find the checklist either at the top menu of your Home dashboard or from your Taxes tab.
  2. Once done, click Let's wrap things up. Then, review the summary of the data. You'll be prompted to complete any missing or incorrect information before you can continue.
  3. When the data is accurate and up-to-date, select Send my info to TurboTax.
  4. Once you've validated your TurboTax credentials and your tax info, select It's OK to send my info.
  5. QuickBooks will redirect you to TurboTax where you will see a page that says Success! We added your QuickBooks Self-Employed info to your return.
  6. Click Continue in the bottom-right to proceed to and validate your self-employed info.
  7. You're QuickBooks Self-Employed data will now appear once you've completed the self-employed questions.

However, if you don't have our bundle because you have an accountant and or using another tax prep method, you can generate an annual tax summary or annual tax details. Find these reports on the Taxes tab and then Annual taxes or the Reports tab.

Check these articles for more information about sending your data to Turbo Tax:

That should help you export your data successfully. If you have any other questions or would like me to clarify anything else, please, let me know. I am always glad to help in any way I can.​ Have a great week. 

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IntuitMaryJoy , Community Support Specialist
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